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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,133 | $41,377+33.2% | $109,313-49.6% | $62,881-12.3% |
| Participation rate | 95.9% | 57.5%+38.3pp | 71.3%+24.6pp | 69.3%+26.6pp |
| Annual return | 8.86% | 11.05%-2.2pp | 22.07%-13.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,503 | $1,276+174.5% | $3,892-10.0% | $2,281+53.6% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,411 | $2,884-16.4% | $5,666-57.5% | $4,296-43.9% |